See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $165,359 | $175,202-5.6% | $149,673+10.5% | $139,434+18.6% |
| Participation rate | 100.0% | 83.4%+16.6pp | 78.8%+21.2pp | 80.3%+19.7pp |
| Annual return | 12.32% | 166.71%-154.4pp | 134.42%-122.1pp | 372.94%-360.6pp |
| Employer contribution / active EE | $10,073 | $5,474+84.0% | $4,818+109.1% | $4,751+112.0% |
| Participant deferral / active EE | $6,143 | $6,519-5.8% | $5,680+8.2% | $6,710-8.4% |
| Admin fee / account holder | $7,158 | $16,150-55.7% | $13,210-45.8% | $11,403-37.2% |